Institutional Ownership Ss&C Technologies Holdings Inc (SSNC)
This table provides information about the institutional ownership of Ss&C Technologies Holdings Inc (SSNC). We have compiled data on the 776 institutions that hold shares in the stock, with a total of 200 Million shares, which have been reported (via 13F filing form) to have a value of $16.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
50
shares
|
$4,173
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
48
shares
|
$4,006
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
44
shares
|
$3,672
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
May 06, 2025 Q1 2025 |
44
shares
|
$3,672
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
43
shares
|
$3,589
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
43
shares
|
$3,589
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
40
shares
|
$3,338
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
39
shares
|
$3,255
0.0% of portfolio
|
Q2 2025
Reduced 2.5%
|
|
|
Crewe Advisors LLC
|
Apr 22, 2025 Q1 2025 |
39
shares
|
$3,255
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
38
shares
|
$3,171
0.0% of portfolio
|
Q2 2022
Added 533.33%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
37
shares
|
$3,088
0.0% of portfolio
|
Q1 2024
Reduced 24.49%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
36
shares
|
$3,004
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
35
shares
|
$2,921
0.0% of portfolio
|
Q3 2023
Reduced 70.83%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
32
shares
|
$2,671
0.0% of portfolio
|
Q1 2025
Reduced 56.16%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
30
shares
|
$2,504
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Jul 21, 2025 Q2 2025 |
29
shares
|
$2,420
0.0% of portfolio
|
Q2 2025
Added 141.67%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
29
shares
|
$2,420
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bokf, Na
Tulsa, OK |
May 13, 2025 Q1 2025 |
28
shares
|
$2,337
0.0% of portfolio
|
Q1 2025
Reduced 99.89%
|
|
|
Td Capital Management LLC
Memphis, TN |
May 14, 2025 Q1 2025 |
28
shares
|
$2,337
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
27
shares
|
$2,253
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
26
shares
|
$2,170
0.0% of portfolio
|
Q4 2024
Added 36.84%
|
|
|
Ransom Advisory, LTD
Providence, RI |
Jul 08, 2025 Q2 2025 |
25
shares
|
$2,086
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
24
shares
|
$2,003
0.0% of portfolio
|
Q1 2025
Reduced 38.46%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
24
shares
|
$2,003
0.0% of portfolio
|
Q2 2020
New holding
|
|
|
Bare Financial Services, Inc
Gap, PA |
May 12, 2025 Q1 2025 |
22
shares
|
$1,836
0.0% of portfolio
|
Q1 2025
New holding
|